Job Description

Finance Director

Finance Director

Chicago – Onsite

About The Role:

The Finance Director is a newly created strategic role. Reporting to the COO and working closely with the operations team, you will lead all financial functions across the company and its subsidiaries-including financial management, treasury, forecasting, accounting, tax, and reporting. You'll drive operational efficiency, ensure compliance, and build the financial foundation to support our next phase of growth.

What You'll Do:

Strategic Financial Leadership

• Lead annual budgeting and support strategic financial modeling
• Manage relationships with tax advisors, banks, and auditors
• Maintain strong ties with investment firms and bankers
• Partner with COO and legal to oversee incentive compensation programs

Accounting, Financial Management & Reporting

• Oversee financial reporting and statement preparation
• Manage UK/Netherlands accounting with local Finance Manager
• Lead accounting, tax, and AP with strong internal controls
• Direct annual audit and ensure regulatory compliance
• Partner with broker-dealer controller on reporting and scalability
• Guide accounting standards and supervise global finance staff

Financial Systems Management

• Manage and enhance NetSuite functionality.
• Support broker-dealer accounting and align Kiwi billing updates with reporting and control needs.
• Partner with People Ops to ensure seamless system integrations.

Compliance & Internal Controls

• Ensure compliance with tax and regulatory requirements.
• Drive policies that improve financial and operational efficiency.

Cash Flow, Banking & Treasury

• Manage cash flow and ensure operational liquidity.
• Oversee banking relationships and assess key financial products to support risk management.

What We're Looking For:

• Bachelor's in business, accounting, finance, or related field; MBA/CPA preferred
• 10+ years' experience in financial/accounting leadership; Big 4 background a plus
• Strong accounting, audit, and financial market knowledge
• Experience in mid-size, growth-stage private firms; fintech exposure ideal
• Skilled in optimizing financial performance, managing risk, and ensuring compliance
• Strategic, organized, and self-directed with high integrity
• Strong EQ and cross-functional collaboration skills
• Clear communicator with the ability to lead and influence
• Detail-oriented with excellent time management and prioritization skills
• Proactive, professional, and team-oriented
• Onsite role based in Chicago
• U.S. work authorization required (no sponsorship)

OOJ-1444G

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